Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-12,354
Closed -$331K – 808
2023
Q1
$331K Buy
+12,354
New +$372K 0.02% 563
2018
Q3
– Sell
-11,160
Closed -$279K – 590
2018
Q2
$279K Buy
+11,160
New +$277K 0.02% 498

Other funds holding BOX

Level Four Advisory Services's BOX Position: Q2 2023 in Review

Level Four Advisory Services sold out of Box (BOX) in Q2 2023, closing a stake of 12,354 shares — an estimated $331K sold.

Level Four Advisory Services first reported a position in BOX in Q2 2018 and held it in 2 quarters. The position peaked at $331K in Q1 2023. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

  • Level Four Advisory Services reported no remaining Box position as of Q2 2023 after selling out during the quarter.
  • Level Four Advisory Services sold 12,354 Box shares in Q2 2023, an estimated $331K.
  • Level Four Advisory Services first reported a position in Box in Q2 2018 and held it in 2 quarters.
  • Level Four Advisory Services's Box position peaked at $331K in Q1 2023.
  • 343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Level Four Advisory Services's 13F filing for Q2 2023, filed 10 Jul 2023.